See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,701 | $95,862-58.6% | $79,550-50.1% | $134,475-70.5% |
| Participation rate | 22.2% | 75.0%-52.8pp | 69.5%-47.3pp | 81.2%-59.0pp |
| Annual return | -18.06% | -2.69%-15.4pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $420 | $3,128-86.6% | $2,413-82.6% | $4,740-91.1% |
| Participant deferral / active EE | $495 | $4,693-89.4% | $3,985-87.6% | $6,400-92.3% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |